This article will show you how to configure rebilling markups in bulk for multiple sub-accounts using HighLevel. This powerful feature helps agencies save time, maintain consistent pricing, and scale efficiently across large account lists.

TABLE OF CONTENTS

• What is Bulk Rebilling Markup Configuration?
• Key Benefits of Bulk Rebilling Markup Configuration
• How To Configure Bulk Rebilling Markups
• Important Notes and Best Practices
• Frequently Asked Questions
• Next Steps

What is Bulk Rebilling Markup Configuration?

The Bulk Rebilling Markup Configuration feature allows agencies to set rebilling markups across multiple sub-accounts at the same time. Previously, agencies had to configure each account individually, which was time-consuming and prone to errors. Now, you can apply standardized markup logic to dozens or even hundreds of sub-accounts instantly, making it easier to monetize services consistently and efficiently.

Key Benefits of Bulk Rebilling Markup Configuration

Applying rebilling markups in bulk streamlines your billing operations and enforces uniform pricing policies across your client base.

• Dramatically reduces setup time by eliminating repetitive configurations.
  
  

• Helps maintain standardized markup strategies across all accounts.
  
  

• Improves onboarding workflows for new sub-accounts.
  
  

• Minimizes errors often introduced during manual account setups.
  
  

• Strengthens agency revenue models through consistent markups.
  
  

• Sets a foundation for future automations, such as templates and smart defaults.
  
  

How To Configure Bulk Rebilling Markups

Configuring rebilling markups in bulk is designed to be intuitive and quick, even when managing large numbers of accounts.

1. Navigate to Sub-Accounts → List.
   
   

2. Select multiple sub-accounts by checking the boxes on the left side.
   
   

3. Click "Bulk Actions" → "Set Rebilling".
    

4. Choose your payment provider, such as Stripe or another supported option.
   
   

5. Configure your rebilling markup values for each available service (e.g., SaaS, Phone, Email). You can set fixed dollar amounts or percentages depending on your strategy.
    

6. Confirm the action to apply your configurations across all selected sub-accounts.
   
   

Once completed:

• If a sub-account already has a card on file, rebilling will activate immediately with the new markup settings.
  
  

• If a sub-account does not yet have a payment method, a customer profile will be created with your selected payment provider. Once the sub-account admin adds a card, rebilling will automatically activate using the predefined markups.

Important Notes and Best Practices

Understanding these operational details will help you avoid potential issues and maximize the efficiency of this feature.

• Sub-accounts without a payment method will not start rebilling until a card is added, but your markup configurations will be saved and ready.
  
  

• Double-check markup percentages to align with your agency’s overall pricing and profitability goals.
  
  

• Audit your markup configurations periodically to ensure all sub-accounts stay consistent with your current policies.
  
  

• Consider creating internal SOPs to pair this feature with standardized onboarding flows for new sub-accounts.
  
  

Frequently Asked Questions

Q: Can I update markups individually after using bulk configuration?
 Yes! You can always adjust or override markups on an individual sub-account basis later if needed.

Q: What happens if a sub-account already has custom markup settings?
 Bulk configuration will overwrite existing markups with the new bulk settings you specify.

Q: Can I bulk disable rebilling instead of setting it?
 Currently, this feature is designed for enabling and configuring markups in bulk. Disabling must be done individually.

Q: Which payment providers can I use?
 Stripe is fully supported, along with any other integrated payment providers available in your HighLevel account.

Q: Will rebilling auto-enable for accounts without a card on file?
 Rebilling will auto-enable as soon as the sub-account admin adds a card to their profile.

Next Steps

• Review your agency's markup strategy to ensure it aligns with your growth and profitability goals.
  
  

• Apply bulk rebilling markups to all new sub-accounts to create a standardized billing experience.
  
  

• Regularly audit your sub-accounts to confirm consistent markup application and adjust as your services evolve.
  
  

• Combine bulk rebilling with automated onboarding workflows for a completely scalable agency setup.